Peter M Williams & Co.

Peter M. Williams & Co. (PMWC) is an insurance advisory firm that provides innovative insurance solutions to elite individuals. PMWC professionals specialize in the design, implementation, and monitoring of wealth transfer funding strategies and private placement insurance products. As a member of M Financial Group, PMWC professionals have access to a portfolio of proprietary insurance products designed and priced specifically for ultra-affluent individuals that reflect M Financial Group’s superior mortality, persistency, policy size, and expense experience. PMWC professionals also have decades of collective insurance, estate planning and wealth transfer experience. As a result, PMWC professionals are able to design and deliver suitable insurance products and solutions to their clients. Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Peter Williams & Company is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities, Inc as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.